The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 97,526 | 813,533 | SH | SOLE | 764,095 | 0 | 49,438 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 55,587 | 810,774 | SH | SOLE | 761,506 | 0 | 49,268 | ||
| APPLIED MATLS INC | COM | 038222105 | 72,352 | 1,859,938 | SH | SOLE | 1,746,904 | 0 | 113,034 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 107,484 | 3,338,024 | SH | SOLE | 3,135,423 | 0 | 202,601 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 111,363 | 2,863,531 | SH | SOLE | 2,699,878 | 0 | 163,653 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 91,335 | 1,152,496 | SH | SOLE | 1,082,413 | 0 | 70,083 | ||
| OPEN TEXT CORP | COM | 683715106 | 93,361 | 2,745,113 | SH | SOLE | 2,577,905 | 0 | 167,208 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 123,256 | 4,242,886 | SH | SOLE | 3,983,172 | 0 | 259,714 | ||
| PTC INC | COM | 69370C100 | 113,418 | 2,158,290 | SH | SOLE | 2,027,144 | 0 | 131,146 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 67,781 | 3,347,191 | SH | SOLE | 3,144,048 | 0 | 203,143 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 101,288 | 1,042,482 | SH | SOLE | 979,930 | 0 | 62,552 | ||
| SABRE CORP | COM | 78573M104 | 62,586 | 2,953,563 | SH | SOLE | 2,772,384 | 0 | 181,179 | ||
| SERVICENOW INC | COM | 81762P102 | 32,135 | 367,379 | SH | SOLE | 344,762 | 0 | 22,617 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 69,438 | 449,263 | SH | SOLE | 421,737 | 0 | 27,526 | ||
| WATERS CORP | COM | 941848103 | 27,104 | 173,396 | SH | SOLE | 162,952 | 0 | 10,444 | ||